Course Details

As we move into 2025, the bookkeeping landscape is evolving fast. With rising tech, price pressure, and shifting client expectations, bookkeepers must become more intentional about who they work with. This empowering course will help you identify red-flag clients to avoid, understand your ideal clients, and build a profitable, values-aligned portfolio. Saying “no” is just as powerful as saying “yes”—and this session shows you how.

 

Rachel Harris covers the following topics during this course:

  • The top 5 red flags that signal a client may cost you more than they’re worth
  • How to define your dream client using real data and lived experience
  • How to say “no” professionally and confidently
  • Using onboarding to set clear expectations and boundaries
  • How to align your prices, packages, and processes to attract better-fit clients

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CPD Course Speaker

striveX

Rachel Harris

Rachel Harris is disrupting what it means to be an accountant, a business owner and an employer in 2024. She is a TEDx speaker, Forbes contributor, content creator, author, business owner and most importantly... an accountant! As the official accounting personality of the year 2023 & breakout star of the year 2023, Rachel adds value to her audience of 90,000 by creating completely free long and short form content delivering financial education! She is passionate about free financial education for everyone, she is the founder of @accountant_she, her £1m firm striveX accountants, striveX audit, striveX consulting and striveX mortgages.